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Components Overview

In EVO, Components are the building blocks used to create your products and services. Each Component can consist of Materials, Labors, Machines, or Assemblies, allowing you to accurately define how items are produced or delivered. The system comes pre-populated with a variety of commonly used Components, giving you a solid starting point to customize and build your offerings to suit your needs.



Table of Contents



Materials


Materials are the physical items used in the production of a product or the delivery of a service. These are tangible resources that can be tracked for cost and inventory purposes. Examples include vinyl, acrylic, aluminum sheets, banner material, ink, or paper stock. By defining Materials in your system, you can help support accurate job costing, inventory management, and pricing.


Navigate to Settings / Components / Materials.




a. The Search box allows you to find a specific Material. 

b. The Add Material button allows you to add a new Material.

c. The Search Settings icon allows you to choose which columns are displayed and whether inactive records are included in the display.

d. Each column header has an Order icon that allows you to sort ascending or descending.

e. Each column header has a Filter icon allowing you to customize the display by setting rules. See example below.

f. Clicking a Material row opens the Material Details page allowing you to view and edit this Material.

g. Each row includes an ellipsis that opens a menu with Clone, Set Inactive and Delete options.

Note: The Delete option is unavailable for Materials that are currently in use.



Example:




Labors


Labors represent the time and effort required by staff to complete a task or part of a job. In EVO, Labor Components are used to account for the human work involved in producing a product or delivering a service. This can include tasks such as graphic design, installation, printing setup, or finishing work like trimming and laminating. Tracking Labor accurately can help support proper job costing and scheduling across your workflow.


Navigate to Settings / Components / Labors.




a. The Search box allows you to find a specific Labor. 

b. The Add Labor button allows you to add a new Labor.

c. The Search Settings icon allows you to choose which columns are displayed and whether inactive records are included in the display.

d. Each column header has an Order icon that allows you to sort ascending or descending.

e. Each column header has a Filter icon allowing you to customize the display by setting rules. See example below.

f. Clicking a Labor row opens the Labor Details page allowing you to view and edit this Labor.

g. Each row includes an ellipsis that opens a menu with Clone, Set Inactive and Delete options.

Note: The Delete option is unavailable for Labors that are currently in use.



Example:




Machines


Machines refer to the equipment or devices used during the production process. In EVO, Machine Components help you track the use of specialized tools or systems that contribute to job completion. This can include items like large-format printers, CNC routers, laminators, or plotters. Associating Machines with jobs can help support more accurate costing and production capacity planning.


Navigate to Settings / Components / Machines.



a. The Search box allows you to find a specific Machine. 

b. The Add Machine button allows you to add a new Machine.

c. The Search Settings icon allows you to choose which columns are displayed and whether inactive records are included in the display.

d. Each column header has an Order icon that allows you to sort ascending or descending.

e. Each column header has a Filter icon allowing you to customize the display by setting rules. See example below.

f. Clicking a Machine row opens the Machine Details page allowing you to view and edit this Machine.

g. Each row includes an ellipsis that opens a menu with Clone, Set Inactive and Delete options.

Note: The Delete option is unavailable for Machines that are currently in use.



Example:




Component Categories


Component Categories help you organize your Materials, Labors, Machines, and Assemblies into logical groups for easier reference and management. Component Categories can also provide flexibility when creating Assemblies by allowing you to work with structured sets of Components that align with your business operations.


Navigate to Settings / Components / Component Categories.



a. Tabs are available at the top of the page to switch between category types.

b. The Search box allows you to find a specific Component Category. 

c. The Add New button allows you to add a new Component Category.

d. The Edit icon opens a dialog box allowing you to make changes to the Name or Description of this Component Category. See example below.

Note: Changes must be manually saved.

e. The Delete icon removes this Component Category.



Example:





Component Categories Overview

Managing Component Categories

Modified on: 2026-04-13 08:41:37 -0600

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